TCWM
DFUS

Total Clarity Wealth Management’s Dimensional US Equity ETF DFUS Stock Holding History

Total Clarity Wealth Management’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$392K Hold
5,533
– – 0.09% 207
2025
Q4 		$410K Buy
5,533
+1
+0% +$73 0.1% 198
2025
Q3 		$401K Buy
5,532
+125
+2% +$8.71K 0.11% 192
2025
Q2 		$362K Buy
5,407
+1,297
+32% +$80.3K 0.1% 200
2025
Q1 		$262K Hold
4,110
– – 0.09% 213
2024
Q4 		$262K Hold
4,110
– – 0.09% 214
2024
Q3 		$256K Hold
4,110
– – 0.08% 217
2024
Q2 		$242K Buy
4,110
+272
+7% +$15.5K 0.08% 218
2024
Q1 		$219K Buy
+3,838
New +$208K 0.08% 243
2022
Q3 		– Sell
-3,838
Closed -$156K – 386
2022
Q2 		$156K Buy
+3,838
New +$170K 0.08% 243

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $3.52B AUM 22.33% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return